+616.1%
VLO vs GDXJ
+234.8%
+381.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | +6.2% | +0.9% | +5.3% | +6.1% |
| 30D | +23.5% | +8.8% | +14.7% | +22.3% |
| 3M | +53.9% | +29.8% | +24.0% | +49.1% |
| 6M | +81.7% | -5.8% | +87.5% | +82.1% |
| YTD | +142.5% | +13.6% | +128.9% | +134.0% |
| 1Y | +145.4% | +54.5% | +91.0% | +123.2% |
| 3Y | +197.3% | +301.4% | -104.1% | +115.4% |
| All | +616.1% | +234.8% | +381.2% | +423.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GDXJ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling